Duke Energy CORP
DUK- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001326160
No open-market purchases or sales by Duke Energy CORP insiders were filed in the last 90 days; 2,491 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Duke Energy CORP as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,644
- +33 vs. Q1 2021
- Shares held
- 482.2M
- +324.1K (+0.1%) vs. Q1 2021
- Total value
- $47.6B
- +$1.09B (+2.3%) vs. Q1 2021
- New holders
- 110
- 726 more added
- Sold out
- 77
- 554 more reduced
21 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DUK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $48.7B |
| Q3 2023 | 1,779 | $43.9B |
| Q2 2023 | 1,798 | $44.1B |
| Q1 2023 | 1,807 | $47.3B |
| Q4 2022 | 1,822 | $50.9B |
| Q3 2022 | 1,747 | $45.4B |
| Q2 2022 | 1,797 | $52.3B |
| Q1 2022 | 1,834 | $53.7B |
| Q4 2021 | 1,781 | $50.4B |
| Q3 2021 | 1,630 | $46.6B |
| Q2 2021 | 1,644 | $47.6B |
| Q1 2021 | 1,632 | $46.6B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gilman Hill Asset Management, LLC | 40,290 | $3.98M | 1.02% | −1,142−2.8% | Reduced |
| Gotham Asset Management, LLC | 40,075 | $3.96M | 0.17% | +3,571+9.8% | Added |
| Hudson Valley Investment Advisors Inc | 39,839 | $3.93M | 0.68% | −575−1.4% | Reduced |
| QS Investors, LLC | 39,412 | $3.89M | 0.05% | −4,958−11.2% | Reduced |
| Nisa Investment Advisors, LLC | 39,318 | $3.88M | 0.02% | +1,857+5.0% | Added |
| Advisors Asset Management, Inc. | 38,679 | $3.82M | 0.06% | −5,782−13.0% | Reduced |
| Fulton Bank, N.A. | 38,655 | $3.82M | 0.18% | −543−1.4% | Reduced |
| Advisors Management Group Inc | 38,054 | $3.76M | 1.12% | −109−0.3% | Reduced |
| Boston Research & Management Inc | 37,894 | $3.74M | 1.13% | +1,020+2.8% | Added |
| Alerus Financial NA | 37,670 | $3.72M | 0.38% | −4,172−10.0% | Reduced |
| Azimuth Capital Management LLC | 37,633 | $3.71M | 0.16% | −6,425−14.6% | Reduced |
| Benedict Financial Advisors Inc | 37,482 | $3.70M | 1.03% | +844+2.3% | Added |
| Iowa State Bank | 37,406 | $3.69M | 1.04% | −167−0.4% | Reduced |
| Whitener Capital Management, Inc. | 37,365 | $3.69M | 1.47% | +1,057+2.9% | Added |
| Close Asset Management Ltd | 36,843 | $3.64M | 0.17% | −566−1.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 36,772 | $3.63M | 0.16% | +15,552+73.3% | Added |
| Sky Investment Group LLC | 36,232 | $3.58M | 0.81% | −470−1.3% | Reduced |
| Johnson Investment Counsel Inc | 35,300 | $3.48M | 0.05% | −781−2.2% | Reduced |
| BLB&B Advisors, LLC | 35,051 | $3.46M | 0.25% | −708−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 34,941 | $3.45M | 0.02% | +15,532+80.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,932 | $3.45M | 0.06% | +85+0.2% | Added |
| Homrich & Berg | 34,308 | $3.39M | 0.08% | +3,402+11.0% | Added |
| Park Avenue Securities LLC | 34,054 | $3.36M | 0.07% | +1,833+5.7% | Added |
| Avantax Advisory Services, Inc. | 33,992 | $3.35M | 0.06% | +2,070+6.5% | Added |
| Te Ahumairangi Investment Management Ltd | 33,704 | $3.33M | 0.43% | −9,100−21.3% | Reduced |
| Jackson Wealth Management, LLC | 33,670 | $3.32M | 0.42% | +210+0.6% | Added |
| Stratos Wealth Partners, LTD. | 33,286 | $3.29M | 0.08% | −945−2.8% | Reduced |
| Profund Advisors LLC | 33,193 | $3.28M | 0.11% | −1,652−4.7% | Reduced |
| NewSquare Capital LLC | 32,495 | $3.21M | 0.38% | +1,535+5.0% | Added |
| Lynch & Associates | 31,933 | $3.15M | 0.81% | −138−0.4% | Reduced |
| Covington Investment Advisors Inc. | 30,507 | $3.01M | 0.66% | +150+0.5% | Added |
| Prospera Financial Services Inc | 30,266 | $2.99M | 0.15% | +1,640+5.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 30,275 | $2.99M | 0.03% | +2,500+9.0% | Added |
| Summit Global Investments | 30,215 | $2.98M | 0.18% | −10,253−25.3% | Reduced |
| Sheets Smith Wealth Management | 30,130 | $2.97M | 0.40% | −50−0.2% | Reduced |
| Banque Pictet & Cie SA | 30,000 | $2.96M | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 29,998 | $2.96M | 0.30% | +29,998 | New |
| Agf Investments Inc. | 29,915 | $2.95M | 0.02% | −883−2.9% | Reduced |
| Evercore Wealth Management, LLC | 29,714 | $2.93M | 0.05% | −2,634−8.1% | Reduced |
| Everence Capital Management Inc | 29,704 | $2.93M | 0.24% | +11,000+58.8% | Added |
| Citizens Business Bank | 29,670 | $2.93M | 0.39% | −887−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 29,627 | $2.92M | 0.18% | +1,285+4.5% | Added |
| Plimoth Trust Co LLC | 29,408 | $2.90M | 0.81% | −2,793−8.7% | Reduced |
| Montag A & Associates Inc | 29,275 | $2.89M | 0.15% | +170+0.6% | Added |
| ProVise Management Group, LLC | 29,269 | $2.89M | 0.29% | +1,682+6.1% | Added |
| Home Federal Bank of Tennessee | 29,058 | $2.87M | 1.04% | −1,444−4.7% | Reduced |
| Townsend Asset Management Corp | 28,705 | $2.83M | 1.57% | −65−0.2% | Reduced |
| Zions Bancorporation, N.A. | 28,694 | $2.83M | 0.28% | +955+3.4% | Added |
| Ziegler Capital Management, LLC | 28,649 | $2.83M | 0.09% | −3,557−11.0% | Reduced |
| Providence Capital Advisors, LLC | 28,555 | $2.82M | 0.92% | +2,505+9.6% | Added |
| HC Financial Advisors Inc | 28,461 | $2.81M | 1.64% | −1,382−4.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 28,391 | $2.80M | 0.11% | −128−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 28,377 | $2.80M | 0.18% | +404+1.4% | Added |
| Park National Corp | 28,355 | $2.80M | 0.12% | +509+1.8% | Added |
| Bahl & Gaynor Inc | 28,049 | $2.77M | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 27,924 | $2.76M | 0.39% | −1,522−5.2% | Reduced |
| Coldstream Capital Management Inc | 27,894 | $2.75M | 0.11% | +3,055+12.3% | Added |
| Cypress Capital Group | 27,861 | $2.75M | 0.37% | −1,899−6.4% | Reduced |
| Old North State Trust, LLC | 27,827 | $2.75M | 2.08% | +4,563+19.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,790 | $2.74M | 0.82% | +970+3.6% | Added |
| Community Financial Services Group, LLC | 27,716 | $2.74M | 0.76% | −447−1.6% | Reduced |
| NN Investment Partners Holdings N.V. | 27,358 | $2.70M | 0.01% | +12,697+86.6% | Added |
| Cullen/Frost Bankers, Inc. | 27,247 | $2.69M | 0.05% | −228−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 27,244 | $2.69M | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 27,218 | $2.69M | 0.19% | −1,199−4.2% | Reduced |
| Jupiter Asset Management Ltd | 27,095 | $2.67M | 0.03% | −23,681−46.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 26,822 | $2.65M | 0.03% | +23,425+689.6% | Added |
| First Horizon Corp | 26,715 | $2.64M | 0.24% | +668+2.6% | Added |
| Greenleaf Trust | 26,425 | $2.61M | 0.03% | +14,841+128.1% | Added |
| Eudaimonia Partners, LLC | 26,353 | $2.60M | 0.49% | +1,215+4.8% | Added |
| Focus Financial Network, Inc. | 26,236 | $2.59M | 0.34% | −151−0.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,226 | $2.59M | 1.45% | −709−2.6% | Reduced |
| Rowland & Co Investment Counsel | 26,141 | $2.58M | 0.63% | +132+0.5% | Added |
| Triangle Securities Wealth Management | 25,967 | $2.56M | 0.87% | +60.0% | Added |
| Constitution Capital LLC | 25,846 | $2.55M | 1.56% | −174−0.7% | Reduced |
| Wright Investors Service Inc | 25,856 | $2.55M | 0.69% | +1,000+4.0% | Added |
| Integrated Advisors Network LLC | 25,844 | $2.55M | 0.19% | +997+4.0% | Added |
| Caldwell Trust Co | 25,671 | $2.53M | 0.33% | +684+2.7% | Added |
| City Holding Co | 25,557 | $2.52M | 0.44% | −230−0.9% | Reduced |
| Optimal Asset Management, Inc. | 25,278 | $2.50M | 0.30% | +10.0% | Added |
| Argent Trust Co | 25,226 | $2.49M | 0.16% | −176−0.7% | Reduced |
| Seeyond | 25,212 | $2.49M | 0.23% | −241−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 25,185 | $2.49M | 0.17% | +6,528+35.0% | Added |
| Covington Capital Management | 25,077 | $2.48M | 0.10% | +388+1.6% | Added |
| Kingfisher Capital LLC | 25,058 | $2.47M | 0.63% | +529+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 24,953 | $2.46M | 0.18% | +1,646+7.1% | Added |
| Hanson & Doremus Investment Management | 27,743 | $2.46M | 0.73% | +1,580+6.0% | Added |
| Brandywine Global Investment Management, LLC | 24,841 | $2.45M | 0.02% | −2,319−8.5% | Reduced |
| Orleans Capital Management Corp | 24,790 | $2.45M | 1.57% | −1,345−5.1% | Reduced |
| Roosevelt Investment Group LLC | 24,617 | $2.43M | 0.15% | +1,367+5.9% | Added |
| Canandaigua National Corp | 24,481 | $2.42M | 0.39% | −116−0.5% | Reduced |
| Cetera Advisors LLC | 24,472 | $2.42M | 0.06% | +1,118+4.8% | Added |
| Vectors Research Management, LLC | 24,391 | $2.41M | 0.61% | +3,125+14.7% | Added |
| HNP Capital LLC | 24,391 | $2.41M | 0.64% | +3,224+15.2% | Added |
| World Asset Management Inc | 24,328 | $2.40M | 0.22% | −228−0.9% | Reduced |
| Carolinas Wealth Consulting LLC | 24,190 | $2.39M | 0.52% | +9,484+64.5% | Added |
| Kingsview Wealth Management, LLC | 23,935 | $2.38M | 0.12% | +382+1.6% | Added |
| Private Asset Management Inc | 24,023 | $2.37M | 0.32% | −407−1.7% | Reduced |
| Murphy Capital Management Inc | 23,971 | $2.37M | 0.27% | −312−1.3% | Reduced |
| Cigna Investments Inc | 23,873 | $2.36M | 0.17% | −3,539−12.9% | Reduced |